← All themes Defense Modernization

Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
676
MA
Menlo Advisors
California
$5.85M $0 1 4.2% Maintained
677
NCCM
Nine Chapters Capital Management
New Jersey
$5.82M +$66.6K 2 0.48% Increased
678
Stadion Money Management
Stadion Money Management
Georgia
$5.79M -$319K 2 0.12% Reduced
679
Arden Trust
Arden Trust
Delaware
$5.77M -$51.3K 2 0.79% Reduced
680
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$5.75M +$642K 2 0.53% Increased
681
Creative Planning
Creative Planning
Kansas
$5.73M +$178K 7 0.07% Increased
682
Shelton Capital Management
Shelton Capital Management
Colorado
$5.73M $0 4 0.8% Maintained
683
Perkins Investment Management
Perkins Investment Management
Illinois
$5.69M +$4.54M 1 0.05% Increased
684
WAM
Wood Asset Management
Florida
$5.69M -$702K 1 1.94% Reduced
685
LRPA
L. Roy Papp & Associates
Arizona
$5.68M -$7.95K 1 1.28% Reduced
686
HC
Highmount Capital
New York
$5.64M -$150K 2 1.35% Reduced
687
Moors & Cabot
Moors & Cabot
Massachusetts
$5.61M +$2.16M 4 0.95% Increased
688
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.58M -$6.78M 1 0.03% Reduced
689
Dillon & Associates
Dillon & Associates
Michigan
$5.58M +$73.3K 1 2.86% Increased
690
VW
Vantage Wealth
California
$5.56M -$733K 1 3.69% Reduced
691
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$5.56M -$192K 2 1.89% Reduced
692
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors
Maryland
$5.53M +$114K 1 1.72% Increased
693
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$5.52M -$56.6K 2 0.69% Reduced
694
Fidelity International
Fidelity International
Bermuda
$5.5M -$13.2M 1 0.02% Reduced
695
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$5.49M -$44.9K 5 0.93% Reduced
696
Reinhart Partners
Reinhart Partners
Wisconsin
$5.47M +$531K 1 0.39% Increased
697
CA
Cullinan Associates
Kentucky
$5.46M +$2.7M 2 0.89% Increased
698
RSS
Rosenblum Silverman Sutton
California
$5.43M -$90.1K 1 2.53% Reduced
699
ACP
Andalusian Capital Partners
Connecticut
$5.42M +$2.95M 1 1.92% Increased
700
TCOO
Trust Company of Oklahoma
Oklahoma
$5.42M +$811K 1 2.61% Increased